Sales Admin Assistant
Sales Admin Assistant
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1 Vacancy
Job Description
Position : Sales Administrative Assistant
Working Hours : Monday to Friday TBD
Salary Range : 1000-1500 USD
About the job:
We are looking for a Sales Administrative Assistant to provide critical support for our fintech this role youll manage the CRM handle accounts receivable draft client communications and assist with other administrative tasks. Youll also contribute to our ongoing data research efforts to maintain the accuracy of our central data repository.
Duties and Responsibilities:
- Manage CRM system and lead funnel including following up on inquiries sending resources/samples to clients and updating records
- Handle accounts receivable tasks like invoicing payment follow-ups and reporting
- Provide sales support by drafting emails to clients scheduling meetings and reminding Alan of follow-up tasks
- Serve as a point of contact for client inquiries investigating issues and providing timely responses
- Assist with other ad-hoc administrative and operational tasks as needed
- Ad-hoc: conduct data research by monitoring financial exchange websites and other sources to update information in a central spreadsheet
- Ad-hoc: Become familiar with the companys data to better assist with client support requests related to data quality
- Account/Relationship Manager- Primary pointof contact for support questions making occasionalcheck-ins vendor compliance and accounts receivable. Support is somewhat technical (basic API questions detailed questions about our data structure triaging data accuracy issues reported by clients then reporting the issue to the research team to get it fixed etc)
- Sales Support- Assist me with CRM management sending follow-up emails account provisioning / on-boarding and getting contracts signed.
- Data Research- Background task. When there is no other work do they will assistthe research team.
Qualifications:
- 2 years of experience in a business administrative or sales support role preferably in a fintech or capital markets environment
- Strong written and verbal communication skills with the ability to professionally interact with clients
- Proficient in CRM software invoicing/billing and MS Office suite
- Excellent organizational and time management skills to juggle multiple priorities
- Self-motivated with a proactive problem-solving mindset
- Familiarity with capital markets and financial terminology a plus
As a requirement and before we can proceed with your application please include a recorded video introduction via Loom and provide answers to the following questions:
1. Tell us a bit about yourself.
2. Describe your relevant experience for this position.
3. Discuss the tools and software youre proficient with.
The video should be no more than 3 minutes long.
Employment Type
Full Time
